See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,202 | $176,056-51.0% | $159,436-45.9% | $167,490-48.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.51% | 331.75%-322.2pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $6,651 | $5,297+25.6% | $4,829+37.7% | $4,837+37.5% |
| Participant deferral / active EE | $2,071 | $7,750-73.3% | $7,352-71.8% | $6,341-67.3% |
| Admin fee / account holder | $7,537 | $12,554-40.0% | $10,799-30.2% | $12,309-38.8% |